Text Box: Presidentís Message

I hope everyone had a and relaxing summer.† Now itís time to get all extended returns out.† I would still like to attract younger members to strengthen the chapter.† All ideas on the doing this are welcome.


As I have previously noted several members and I, continue participate in the Trumark Credit Union Financial Literacy Program, providing an opportunity for each student to experience some of the financial challenges they will face when they start life on their own. This exercise gives them an opportunity to see what budgeting and managing expenses day-to-day will be like after they finish school. It can be a real eye-opener.† We help students learn to make informed decisions, providing them with the knowledge they will need to make informed financial decisions in the future.† The upcoming Reality Fairs have been scheduled for October 11, 2019, at Cheltenham High School; October 24, 2019 at William Tennant High School and November 15, 2019, at Bensalem High School.† Feel free to contact me if you are interested in participating.


I am still on the George Washington High School Occupational Advisory Committee.† They have an accounting program that will earn the students up to 10 college credits at certain universities.† Last year, the juniors and seniors participated in the IRS Volunteer Income Tax Assistance (VITA) program.† Through the program, students learned to prepare tax returns and used that knowledge to prepare returns for low income families.†† Chapter members have retained students involved in the program to assist in tax season.† If you are interested in participating on hiring a student for the upcoming season please let me know.


The chapter is moving its meeting location in order to attract more members from Montgomery County.† The new location is Pinecrest Country Club 101 Country Club Drive Lansdale, PA 19446 (215) 855-4113.


Our upcoming meetings are September24th Ė Workers Comp and Health Care Benefits; October 22nd on Whereís the Exit- The 4 Mistakes Business Owners Make and How to Fix Them and Transaction Financing - How To Position Your Client so They Can Get 100% Cash at Settlement; November will be Ethics: December is TBD and January will be Local Taxes.† On September 20th will be the Gear Up Accounting Seminar.† As a reminder, in order to prepare financial statements 24 hours of A&A are required.


Michael J. Davis, CPA


20 Erford Rd, Suite 200A
Lemoyne, PA 17043

Phone: (800) 270-3352
Fax: (717) 737-6847

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